Redwood Wealth Management Group, LLC Portfolio Holdings

Redwood Wealth Management Group, LLC

  • $202 Billion
  • Q3 2024

Redwood Wealth Management Group, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $202 Billion distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Value Advantage Money Investor Shares with a value of $31.4B, Schwab Government Money Inv with a value of $14.8B, Hon Hai Precision Ordf with a value of $4.93B, Microsoft Corp with a value of $4.74B, and International Business Machines Corp with a value of $4.3B.

Examining the 13F form we can see an increase of $68.9B in the current position value, from $133B to 202B.

Redwood Wealth Management Group, LLC is based out at Moorestown, NJ

Below you can find more details about Redwood Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $202 Billion
Technology: $28.6 Billion
ETFs: $24.9 Billion
Energy: $12.3 Billion
Communication Services: $9.86 Billion
Healthcare: $9.24 Billion
Consumer Cyclical: $5.65 Billion
Financial Services: $4.43 Billion
Industrials: $3.67 Billion
Other: $6.61 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.17T
$4.74 Billion 2.35% of portfolio
11,021
Q3 2024 Added 0.06%
$3.62T
$4.24 Billion 2.1% of portfolio
18,200
Q3 2024 Reduced 2.93%
$365B
$3.22 Billion 1.6% of portfolio
26,495
Q3 2024 Added 1.35%
$506B
$2.77 Billion 1.37% of portfolio
23,650
Q3 2024 Reduced 2.41%
$1.08T
$2.76 Billion 1.37% of portfolio
16,636
Q3 2024 Reduced 0.86%
$1.1T
$2.65 Billion 1.32% of portfolio
15,873
Q3 2024 Reduced 0.5%
$771B
$1.91 Billion 0.95% of portfolio
2,154
Q3 2024 Added 10.57%
$250B
$1.68 Billion 0.83% of portfolio
14,762
Q3 2024 Reduced 0.45%
$395B
$1.4 Billion 0.7% of portfolio
8,108
Q3 2024 Reduced 0.25%
$1.32T
$1.1 Billion 0.55% of portfolio
1,930
Q3 2024 Added 20.32%
$244B
$1.09 Billion 0.54% of portfolio
10,316
Q3 2024 Reduced 3.28%
$1.04T
$1.05 Billion 0.52% of portfolio
4,015
Q3 2024 Added 1.44%
$2.18T
$1.03 Billion 0.51% of portfolio
5,525
Q3 2024 Reduced 0.38%
$204B
$1.03 Billion 0.51% of portfolio
2,640
Q3 2024 Reduced 0.49%
$225B
$964 Million 0.48% of portfolio
5,878
Q3 2024 Added 6.29%
$301B
$931 Million 0.46% of portfolio
4,716
Q3 2024 Added 0.45%
$401B
$631 Million 0.31% of portfolio
3,896
Q3 2024 Reduced 0.1%
$243B
$543 Million 0.27% of portfolio
10,212
Q3 2024 Reduced 1.42%
$203B
$512 Million 0.25% of portfolio
1,035
Q3 2024 Added 3.5%
$232B
$487 Million 0.24% of portfolio
6,029
Q3 2024 Reduced 2.38%
$248B
$435 Million 0.22% of portfolio
841
Q3 2024 Added 5.79%
$607B
$438 Million 0.22% of portfolio
952
Q3 2024 Reduced 8.64%
$707B
$418 Million 0.21% of portfolio
1,980
Q3 2024 Added 3.94%
$267B
$312 Million 0.15% of portfolio
374
Q3 2024 Added 214.29%
$223B
$270 Million 0.13% of portfolio
2,348
Q2 2024 Reduced 0.42%
$506B
$235 Million 0.12% of portfolio
854
Q3 2024 Reduced 6.05%

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $202 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 39 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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